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Manage Retail Assets More Effectively

Enhance your knowledge of retail asset management. The Investment Management Techniques (IMT) course equips you with the skills needed to begin servicing retail clients. From selecting individual securities to evaluating performance and explaining returns to clients, you'll build a solid foundation in investment management.

A Major Step in Earning Your CIM Designation

Earn credibility with clients, peers and employers by earning your Chartered Investment Manager (CIM) designation: CSC + IMT + PMT = CIM

A Stepping Stone to Becoming a Discretionary Portfolio Manager

Complete IMT + PMT or CSC + WME + WME Investment Management Supplement + PMT to satisfy proficiency requirements on the way to becoming a licensed discretionary portfolio manager (no futures)


Who Should Enrol

Enrol in the IMT  if you're:

  • Beginning your career in financial services
  • Involved in managing client funds
  • Have a minimum 2 years industry experience
  • A CSC graduate
  • An investment advisor or registered representative

Course leads to the following credential:


Grow Your Investment Management Knowledge

Prepare for registration as a portfolio manager. The IMT is designed to provide a deeper understanding of applied skills such as investment policy statement development, asset allocation selection, portfolio performance assessments and investment selection.


Learn About:

  • The Investment Management Process
  • Understanding a Client's Risk Tolerance
  • Asset Allocation and Investment Strategy
  • Equity Securities and the Different Types of Analysis: Economic, Industry, Company and Valuation, and Technical Analysis
  • Debt Securities and Valuation, Term Structure, Price Volatility and Investment Strategies
  • Analysis of Conventional Managed Products and Alternative Investments, and Guaranteed Minimum Withdrawal Benefit Products
  • International Investing
  • Managing Client's Investment Risk and Risk Reduction Strategies
  • The Impediments to Wealth Accumulation
  • Portfolio Monitoring and Performance Evaluation
  • International Taxation

What's Included:

  • Interactive resources including textbook material in PDF format
  • Interactive exercises and practice quizzes
  • Course updates
  • Access to CSI's academic support specialists through online discussion forums
  • Practice questions that reflect the format and topics found in IMT Exam 2

Approximate Hours of Study**

Hours of Study 80 - 100 hours

** In order to provide some guidance to course participants as to the length of time it will take to be sufficiently prepared to write the final examination, CSI has prepared this estimate of the number of hours an average participant could possibly expect to spend studying for a course. Please note that these are only recommended hours of study developed based on research and our course content, however, this does not mean that some students with exceptional backgrounds would not take less time than recommended or that students with no background at all in finance or economics would not take longer than the maximum.

(weightings are approximate)

Exam 1

Investment Management Process 5%
Understanding a Client's Risk Tolerance 5%
Asset Allocation and Investment Strategy 8%
Equity Securities 19%
Debt Securities 17%
Managed Products 19%
International Investing and Taxation 7%
Managing Your Client's Investment Risk 5%
Impediments to Wealth Accumulation 8%
Portfolio Monitoring, Re-balancing, & Performance Appraisal 7%

Exam 2 - Case Study

Investment Management Process 8%
Understanding a Client's Risk Tolerance 8%
Asset Allocation and Investment Strategy 14%
Equity Securities 14%
Debt Securities 18%
Managed Products 14%
International Investing and Taxation 4%
Managing Your Client's Investment Risk 8%
Impediments to Wealth Accumulation 4%
Portfolio Monitoring, Re-balancing, & Performance Appraisal 8%


Exams 2
Exam Format Exam 1: Paper or Computer Based
Exam 2: Paper Based
Exam Length 3 Hours
Question Format Multiple Choice
Questions Per Exam 110 (exam 1), 50 (exam 2)
Attempts Allowed Per Exam 3*
Passing Grade 60% (Per Exam)
Assignments None


Enrolment Period 1 year+


On successful completion of this course you will be able to download a Notice of Course Completion available through your student profile. This will remain on your profile as formal indication of course completion.

CSI will mail you a wall certificate within 4 - 6 weeks of course completion. Frames to display your certificate are available. Please ensure that your First and Last Name on your profile match your First and Last Name on your Government Issued Photo identification - this will ensure you receive an accurate certificate.

CSI will be pleased to issue an Honors Certificate to all student who obtain a final course mark of 85% or higher.

*There is no charge for your first attempt at a paper-based exam within Canada, as long as it's at a regular exam center and you provide a minimum of 14 days notice before the date that you want to write the exam. If you would like to write a computer-based exam, an additional fee will be required.

Each subsequent paper-based exam attempt at a regular exam centre within Canada will also require an additional fee. This fee is in addition to any special, computer-based or international fees that may apply. You must provide a minimum of 14 days notice within Canada at a regular exam centre and 4 weeks notice for all other centres. Please note that the date of the exam is not part of any notice period.

?Please note: Access to your online materials will close 2 weeks after successful course completion or course expiry (whichever comes first). This course can be extended by 1 year provided you have not exceeded the attempts allowed for each exam. Extension fees apply. Your enrolment period can only be extended one time.

Important: During a student's enrolment period, CSI may update this course. In that case, details about the update and how it may affect students will be posted online via My CSI. Students are held responsible for and are examinable on the content in the course textbook(s) provided at the time of enrollment unless stated otherwise in My CSI. Students are encouraged to check My CSI regularly throughout their enrolment period.


Continuing Education (CE) Credits

Click the links below or the buttons at the top of the page on the right side to access CE accreditation information. To search for specific course information, press Ctrl + F and then enter the course name to search the document for the information you are interested in.

National/Provincial (Excluding Quebec)
Download CE Chart (PDF, 163 kb)

Quebec (IQPF/CSF)
Download IQPF/CSF Chart (PDF, 182 kb)

Please note: While CSI makes every effort to ensure that the information is up-to-date, we are unfortunately unable to fully guarantee its accuracy. The information listed in the charts above may be subject to change.

More detailed information on CE Credits are available.